Marie-Andrée Mugisha
Oshawa,ON
Summary
Secure a position with a well established organization within a stable environment that will lead to a lasting relationship.
Overview
2
2
Languages
16
16
years of professional experience
Work History
Project Coordinator
Doxim Inc
Markham, ON
04.2016 - 05.2026
- Coordinated and scheduled client service requests with Professional Services/Operations teams to address customer needs
- Managed multiple projects simultaneously, ensuring fulfillment of project requirements and achievement of deadlines
- Collaborated with internal resources, vendors, clients, and management staff to ensure timely delivery of projects within scope and budget
- Accurately track and communicate project statuses to finance team
- Proactively escalated issues to senior management with mitigation options to retain the schedule
- Procure and track necessary material for assigned projects
- Prepare accurate quotations (work order/purchase order) through job costing and estimate
Treasury operations
Caisse Centrale Desjardins
Montral, QC
11.2012 - 09.2015
- Process daily calculations and payment (electronic fund transfers) for derivatives type transactions
- Daily reconciliation of futures valuation and cash balances.
- Prepare reports and reconciliations relating to portfolio holdings and P&L (Profit & Loss) for management review.
- Ensured all trade records in ISDA were properly maintained for regulatory requirements.
- Facilitated internal and external audit requests by researching and providing required documentation.
- Ensured accuracy of year-end filings to meet compliance standards.
- Organized records of processed files for efficient retrieval.
- Maintained accurate and current correspondence with clients to ensure effective communication.
Group Retirement & Individual Life Insurance Specialist
Sun Life Financial
Montral, QC
09.2010 - 10.2012
- Cultivated strong relationships with internal and external clients by delivering accurate product information and support.
- Responded to questions and requests from internal and external clients regarding group investments, ensuring clarity and accuracy in communications.
- Provide information based on the established guidelines and propose alternatives in order to meet clients' needs.
- Processed requests efficiently, updating files and ensuring appropriate solutions were identified to meet client needs.
- Worked with financial advisors on clients' files.
- Acquire and maintain a good understanding of the systems, services and products currently in use in the work unit.
- Ensure thorough records are maintained by documenting all actions taken to process the inquiries.
- Supported various department projects by collaborating with team members to ensure smooth execution.
Education
Bachelor degree - Mathematics for Commerce
York University (Faculty of Science And Engineering)
Toronto, ON06-2010
Skills
- Project management
- Job costing
- Analytical financial management
- Resource procurement
- Microsoft Office
- Strategic prioritization
- Effective communication
- Customer management
- Status reporting
- Quality assurance
- Detail-oriented
- Attention to detail
- Change management
- Quote preparation
- Multiple priorities management
- Meeting facilitation
- Customer service
- Scope management
- Training and development
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Timeline
Project Coordinator
Doxim Inc
04.2016 - 05.2026
Treasury operations
Caisse Centrale Desjardins
11.2012 - 09.2015
Group Retirement & Individual Life Insurance Specialist
Sun Life Financial
09.2010 - 10.2012
Bachelor degree - Mathematics for Commerce
York University (Faculty of Science And Engineering)